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Power-up your contacts: Five steps to a tidy address book

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Power-up your contacts: A deep dive into best practices and tools to manage and leverage your address book
The first of five short webinars designed to provide business professionals with the best practices and tools to manage and leverage their contact network for effective business development. Basic steps on how to improve your address book and best practices in order to maintain a tidy address book

See a recording of the webinar here:
http://covve.com/power-contacts-webinar-5-steps-tidy-address-book/

Covve is the next generation online address book. Specifically designed for business professionals that value their contact network, it offers tools that help manage your contacts and uncover new opportunities. It’s being used by international business services firms, alumni networks and professionals worldwide.

http://covve.com

Published in: Technology
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Power-up your contacts: Five steps to a tidy address book

  1. 1. Power up your contacts 5 Steps to a tidy address book October 5 Things a modern address book does, you couldn’t imagine October 19 Stay in touch with key contacts November 2 Lead generation using your address book? Yes! November 16 Use your awesome address book for some business development November 30 WEBINAR SERIES
  2. 2. Bad Address Book Good Address Book • Full of gaps • No valuable info • Bad entries • No gaps • More valuable info • Good entries
  3. 3. 5 steps to a tidy address book 1. Know your sources 2. Manage your contacts 3. Add information to your contacts 4. Develop good habits 5. Auto-enrich contacts
  4. 4. Step 1 Know your sources
  5. 5. 87% of Covve users keep multiple address books! Know your sources
  6. 6. Know your sources These contact sources are : Gmail Outlook iCloud Phone Device
  7. 7. iPhone groups Android accounts Know your sources Step by step: How to manage android accounts Step by step: How to manage iPhone groups
  8. 8. iPhone groups Know your sources o Groups translate to address book sources i.e. iCloud group, Gmail group, Exchange group. Tip : Tidy up your contact list by reviewing your groups/accounts and removing from your settings any that do not contain useful contacts. o Groups get added when you add an email account. At the same time you are also enabling contact synchronisation.
  9. 9. iCloud Exchange (Outlook) Gmail Phone Interface Fair Fair Fair Simple Backup Great and works seamlessly Yes Great and works seamlessly No Integration No Good for latest versions Great No Did you know that Gmail and iCloud keep constant backups of your contacts so you can always return to a previous date? So you never need to worry of losing your contacts ever again! Address book comparison
  10. 10. Step 2 Manage your sources through a single interface
  11. 11. To combine 2 address books into one, or to change address book: http://help.covve.com/knowledge_base/categories/address-book-providers Detailed instructions on how to export/import from various address book sources Move contacts between address books  A single address book makes maintenance and consistency much better.  Moving your contacts between different accounts is possible and easy!
  12. 12. Maintain multiple address books but still view them and manage them as a single list. Apps that help you do that: Multiple sources through a single interface
  13. 13. Step 3 Add information to your contacts
  14. 14. Add information to your contacts
  15. 15. iOS9+ automatically identifies emails and phone numbers for your contacts by examining the signature of emails you exchange http://help.covve.com/knowledge_base/topi cs/how-to-automatically-add-emails-to-your- contacts Add information (for iPhone users)
  16. 16. Open the contact and tap on “phone (found in Mail)” to add the data Add information (for iPhone users)
  17. 17. Gmail stores the name and email of people you exchange emails with in a folder called “Other Contacts”. http://help.covve.com/knowledge_base/topics/ho w-can-i-use-my-google-other-contacts-with-covve Add emails from Gmail
  18. 18. Step 4 Develop good habits when adding new contacts
  19. 19. Good habits when adding new contacts Scan business cards Identify the data Add it to your address book automatically
  20. 20. Step 5 Auto-enrich contacts
  21. 21. Auto-enrich contacts Covve adds company info to > 40% of contacts, country to > 70% and merges on average 50 duplicates per user.
  22. 22. Auto-enrich contacts Step 1: View suggestions Step 2: Apply improvements
  23. 23. Next in this webinar series… Things a modern address book does, you couldn’t imagine! October 19 The ultimate professional address book

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